Alberta Enduring Power of Attorney

Have you made a Will yet? If you were to die without a Will, your loved ones will have to pay court costs and legal fees to administer your estate.

• If you own real estate or other assets, whether in Canada or outside of the country, you need to have a Will to make sure your property is distributed in accordance with your wishes.
• This complete Legal Will Kit and Estate Plan for Canadian residents includes everything you need to make your will:
  • Last Will and Testament form, with instructions to help you complete the document. Special instructions for Quebec.
  • Guide to Making a Will in Canada, which contains information and things you need to know to help you through the process of preparing your Will.
  • Legal Requirements for each province and territory.
  • Will Information Sheet which is a checklist of information you will need to compile in order to complete your Will.
  • Organ Donor Information.
  • Estate Plan and Questionnaire developed by a financial planner, to help you decide how you want all your property, investments, stocks and other assets to be preserved during your lifetime and distributed after your death.
  • How to Choose an Executor and a Guardian for Minor Children.
  • Affidavit of Execution of Will forms for Alberta, Manitoba, New Brunswick, Newfoundland & Labrador, Nova Scotia, Northwest Territories, Ontario, Saskatchewan and Yukon.
• Download your complete Canada Legal Will Kit and Estate Plan immediately after purchase.

What would happen if you suddenly became unable to look after yourself? Make your wishes known ahead of time with this Personal Directive form for Alberta residents.

• In a Personal Directive (sometimes called an advance health care directive or a living will), you appoint someone you trust as your agent to make personal care decisions on your behalf if you have been determined to lack capacity to make those decisions for yourself.
• Using this form you can give your agent detailed instructions and set out your wishes regarding:
  • health care,
  • accommodation,
  • persons you can live and associate with,
  • participation in social activities,
  • educational activities,
  • employment activities,
  • legal matters, and
  • other non-financial personal matters.
• This Personal Directive is a free fillable PDF form from the Government of Alberta, Form OPG5521 rev. 2016-06.

Put together all the information you need to create your estate plan with this comprehensive Estate Planning Information Questionnaire for Canadian residents.

• The questionnaire will help you gather the data and provide the answers your lawyer and financial advisor will need to help you prepare your estate plan documents.
• Once you've answered all the questions, you'll be able to do a will, personal directive, and power of attorney.
• This document makes references to Canadian taxes and registered savings plans, but could be used in other countries with relatively minor changes.
• Available in MS Word format.

Estate Planning in Canada: The Key to Effectively Transferring Your Assets is a 10-page package of information to help Canadians learn how to plan for the future.

• The package contains sections on a variety of related topics, including:
  • the reasons you need a solid estate plan,
  • the tax consequences that could arise upon your death,
  • wills and probate,
  • powers of attorney and personal directives,
  • estate shrinkage and liquidity,
  • the estate planning process and an estate plan checklist.
• Available in PDF format.
• Intended for use only in Canada.

Prepare your will and plan for the future with this package of estate planning documents for the Province of Alberta.

This package contains the following documents:

1. Alberta Enduring Power of Attorney, which lets you name someone you trust to manage your property and financial affairs on your behalf.
2. Alberta Revocation of Power of Attorney form.
3. Alberta Personal Directive, which allows you to give instructions regarding medical treatment and health care decisions and name an agent to make those decisions for you, in the event you are not able to communicate those instructions at some point in the future.
4. Legal will kit for Canada, which includes a will form, information and instructions to help you complete your documents and ensure they meet legal requirements, an Alberta Affidavit of Witness of a Will in accordance with provincial laws, and a comprehensive estate planning questionnaire.
5. Alberta Codicil to Will.

Save almost 50% off the regular price of your estate planning documents with this all-in-one downloadable package. The forms can be used by more than one person in your household.

Give yourself and your family the peace of mind that comes with knowing you have made arrangements for future eventualities.